+11.8%
AZO vs DOV
+37.0%
-25.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | -3.6% | -2.0% | -1.6% | -3.3% |
| 30D | -5.6% | -8.9% | +3.3% | -4.3% |
| 3M | -6.6% | -13.3% | +6.6% | -4.8% |
| 6M | -22.5% | -9.7% | -12.8% | -21.6% |
| YTD | -15.2% | -2.5% | -12.7% | -14.9% |
| 1Y | -33.9% | +7.2% | -41.2% | -34.5% |
| 3Y | +11.8% | +39.4% | -27.6% | +4.6% |
| All | +11.8% | +37.0% | -25.2% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling